Check customers

To see on which stage of the onboarding process your customers are, complete the following steps.

  1. Under Check customers, click Check and update.
  2. Then you can:
    • Search for a particular customer by typing their name, ID, or address in the search box at the top.
    • Search for customers in a particular step of the onboarding process by selecting the stage.
    • Filter the results based on how the customers were invited (email or letter).
    • Filter the results based on which deadline the customers were assigned by specifying the deadline span. Click the filter button to access the list.
    • Sort customers based on different criteria by clicking the column heading.
    • Export the marked items to Excel by clicking Export to Excel.

  3. Choose a customer and click the Edit icon to view and edit the customer information.